Strategic Recognized by FORBES as a Top RIA Firm of 2024
Utica, NY, November 1st, 2024 – Strategic Financial Services, Inc. (“Strategic”), an independent wealth management firm based in Central New York, is pleased to announce it has been named one of America’s Top Registered Investment Advisory (RIA) Firms of 2024 by Forbes. This achievement recognizes Strategic’s commitment to providing clients and team members an industry leading experience.
“We are honored to be recognized nationally by Forbes as a top RIA firm,” said Alan Leist, III, CEO of Strategic Financial Services. “This ranking reflects the hard work and dedication of our team as well as the support and commitment from our clients. Our unique combination of good people, consistent service, and a straightforward approach has been a successful formula for over 45 years.”
The Forbes Top RIA Firms list is compiled through rigorous evaluation, including in-person, virtual, and telephone due diligence meetings, as well as a ranking algorithm that considers best practices, client retention, industry experience, and compliance records. This recognition places Strategic among the elite firms that are trusted to manage over $1.6 trillion in assets collectively.
“We are grateful to our clients for their trust and partnership, and we look forward to continued growth. Growth allows us to reinvest in our people and in our business to further our mission of helping good people live great lives.” – Doug Walters, CFA, Strategic’s Chief Investment Officer.
For full ranking methodology, read here: Methodology: America’s Top RIA Firms 2024
For more information about Strategic Financial Services, Inc., please visit www.investstrategic.com.
About Strategic Financial Services
In business since 1979, Strategic has a team of over 37 wealth management professionals, servicing more than 1,000 clients and managing $2.2 billion in assets. Areas of focus include Investment Management, Financial Planning, Institutional Service and Corporate Retirement Plans.
Headquartered in Utica, NY with Satellite offices in Rochester, Syracuse, Rome, Little Falls, and West Palm Beach, FL. Strategic is an established and regional leader in wealth management, retirement plans and institutional service. While successfully growing from established roots,
Strategic continues to expand its geographic footprint and influence across the northeast and throughout the United States.
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The Forbes 2024 Top RIA Firms list features 250 independent advisory firms managing over $1.6 trillion. Developed by SHOOK Research, the ranking considers qualitative data from interviews and quantitative data as of 3/31/24. Criteria include revenue trends, AUM, compliance, industry experience, and best practices, excluding portfolio performance as a criterion. Strategic Financial did not pay to participate. For a full view of the methodology, please visit Methodology: America’s Top RIA Firms 2024
Rankings are reflective of certain criteria as of the award date and should not be construed as endorsements or as assurances of future success. Rankings are not indicative of an advisory firm’s performance, nor do they account for the unique goals, constraints, or risk profiles of individual clients. Investors should carefully consider the specific methodology of any ranking or award when evaluating its relevance to their financial situation.
Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience.
